Vivendi SE (VIVEF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vivendi SE (VIVEF) trades at $10.49 with AI Score 45/100 (Grade C). Vivendi SE is a diversified French company operating in the entertainment and media sectors. Market cap: $10.6B, Sector: Communication services.
Price as of Jul 20, 2026 · Last analyzed: Jun 14, 2026Analyst Coverage for VIVEF: VIVEF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VIVEF against Communication Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
VIVEF: 2/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Vivendi SE (VIVEF) Media & Communications Profile
Vivendi SE (VIVEF) is a leading French diversified company in the communication services sector, specializing in entertainment, media, and publishing, with a robust portfolio that includes pay-TV, video games, and live events.
What Is the Investment Thesis for VIVEF?
Vivendi SE (VIVEF) presents a multifaceted investment thesis driven by its diverse portfolio in the entertainment and media sectors. The company's key value drivers include its strong positioning in pay-TV through Canal+ Group, which continues to attract subscribers despite competitive pressures. Additionally, Universal Music Group (UMG), a critical asset, contributes significantly to revenue and growth. The publishing segment, Editis, is expected to benefit from the rising demand for digital content, while Gameloft's mobile gaming offerings tap into the expanding gaming market, projected to reach $314 billion by 2026. However, risks include evolving consumer habits and digital disruption, which may impact traditional revenue streams. Monitoring UMG's performance and Vivendi's adaptability to market trends will be crucial for assessing future growth potential.
Based on FMP financials and quantitative analysis
VIVEF Key Highlights
- Market Cap of $10.6B reflects strong positioning in the entertainment sector.
- P/E ratio of 111.1 indicates investor expectations for future growth.
- Profit Margin of 6.5% demonstrates operational efficiency within the competitive landscape.
- Gross Margin of 30.6% exceeds industry averages, highlighting effective cost management.
- Dividend Yield of 1.87% provides a return to shareholders amidst growth initiatives.
Who Are VIVEF's Competitors?
VIVEF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AARTY Airtel Africa Plc | $49.65 | +5.41% | $18.1B | 46 |
| SJRWF Shaw Communications Inc. | $30.01 | +0.27% | $14.7B | — |
| BCEFF BCE Inc. | $15.40 | +0.00% | $14.4B | 56 |
| ADEVY Adevinta ASA | $4.66 | -12.57% | $10.8B | 50 |
| SHNUF Intouch Holdings Public Company Limited | $1.20 | +0.00% | $7.78B | — |
| SIRI Sirius XM Holdings Inc. | $30.60 | +0.03% | $10.3B | 73 |
| EDR Endeavor Group Holdings, Inc. | $29.25 | +1.46% | $9.52B | 52 |
| TKO TKO Group Holdings, Inc. | $182.38 | -1.49% | $13.7B | 75 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VIVEF's Key Strengths?
- Diverse portfolio across entertainment, media, and publishing sectors.
- Strong brand equity with established market presence.
- Robust revenue streams from multiple segments.
- Innovative capabilities in digital and interactive media.
What Are VIVEF's Weaknesses?
- High P/E ratio may indicate overvaluation concerns.
- Dependence on traditional media revenue streams in a shifting landscape.
- Potential challenges in adapting to rapidly changing consumer preferences.
- Limited presence in certain emerging markets.
What Could Drive VIVEF Stock Higher?
- Expansion of Canal+ Group into new international markets.
- Growth of Gameloft's mobile gaming portfolio amidst rising demand.
- Development of Dailymotion as a competitive video platform.
- Launch of new ultra-high-speed internet services.
- Strategic partnerships enhancing Havas Group's advertising capabilities.
What Are the Key Risks for VIVEF?
- Financial-distress signal — its Altman Z-Score of 1.29 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 111.1 runs well above the Communication Services sector’s ~18x, leaving little room for a miss.
- Evolving consumer habits impacting traditional media revenue.
- Intense competition from streaming services and digital platforms.
- Regulatory challenges in various markets affecting operations.
- Economic downturns impacting advertising budgets and consumer spending.
What Are the Growth Opportunities for VIVEF?
- Growth opportunity 1: The global gaming market is projected to reach $314 billion by 2026, with Gameloft positioned to capitalize on this growth through innovative mobile and tablet games. By expanding its portfolio and enhancing user engagement, Gameloft can increase its market share and revenue streams in this lucrative sector.
- Growth opportunity 2: The demand for digital content is rising, particularly in publishing and media. Editis can leverage this trend by expanding its digital offerings and enhancing its online presence, potentially increasing its market share in the publishing industry, which is expected to grow at a CAGR of 3.5% over the next five years.
- Growth opportunity 3: Canal+ Group's expansion into international markets can drive subscriber growth. By enhancing its content library and forming strategic partnerships, Canal+ can attract new customers in emerging markets, contributing to revenue growth.
- Growth opportunity 4: Dailymotion's development as a video content platform can capitalize on the increasing consumption of online video. As digital advertising continues to grow, Dailymotion can enhance its monetization strategies, tapping into the expanding digital ad market projected to reach $526 billion by 2024.
- Growth opportunity 5: Vivendi's investment in ultra-high-speed internet services presents a significant growth avenue. As demand for high-speed internet increases globally, Vivendi can leverage its existing infrastructure to offer competitive services, potentially capturing a share of the growing broadband market.
What Opportunities Does VIVEF Have?
- Growing demand for digital content and online entertainment.
- Expansion potential in international markets for Canal+ Group.
- Increased consumer spending on gaming and interactive media.
- Development of ultra-high-speed internet services.
What Threats Does VIVEF Face?
- Intense competition from streaming services and digital platforms.
- Rapid technological changes disrupting traditional media models.
- Regulatory challenges in various markets.
- Economic downturns affecting advertising and consumer spending.
What Are VIVEF's Competitive Advantages?
- Strong brand recognition in the entertainment and media sectors.
- Diverse portfolio across multiple entertainment channels reduces dependency on a single revenue stream.
- Established relationships with content creators and distributors enhance competitive positioning.
- Innovative capabilities in digital content and gaming provide a technological edge.
What Does VIVEF Do?
Vivendi SE, founded in 1853, is a diversified French company headquartered in Paris, operating extensively across the entertainment, media, and communication industries. Over the years, Vivendi has evolved from its original focus on water utilities to become a major player in the global entertainment landscape. The company organizes its operations into key segments: Canal+ Group, Havas Group, Editis, Prisma Media, Gameloft, Vivendi Village, Corporate functions, and New Initiative projects. The Canal+ Group is known for its premium pay-TV channels and production of motion pictures and television programs. Havas Group excels in communication services, covering creative strategies and media planning. Editis focuses on publishing a wide array of books, while Prisma Media is dedicated to online video content. Gameloft is recognized for its mobile and tablet video games, and Vivendi Village manages ticketing and live event productions. The New Initiative segment includes Dailymotion, a video content aggregation platform, and is developing ultra-high-speed internet services. With operations spanning Europe, the Americas, Asia/Oceania, and Africa, Vivendi SE stands as a significant entity in the global entertainment market, leveraging its diverse portfolio to adapt to changing consumer preferences.
What Products and Services Does VIVEF Offer?
- Operate Canal+ Group, providing pay-TV and free-to-air channels.
- Manage Havas Group, specializing in creative communication services.
- Publish a wide range of books through Editis.
- Create and publish video games via Gameloft.
- Provide ticketing services and manage live events through Vivendi Village.
- Oversee Dailymotion, a platform for video content aggregation.
How Does VIVEF Make Money?
- Revenue generated from subscriptions to Canal+ Group's pay-TV services.
- Advertising revenue from Havas Group's media planning and creative services.
- Sales of books and educational materials through Editis.
- In-app purchases and game sales from Gameloft's video games.
- Ticket sales and event management fees from Vivendi Village.
What Industry Does VIVEF Operate In?
The entertainment industry is experiencing rapid transformation driven by digitalization and changing consumer preferences. Streaming services and on-demand content are reshaping how audiences consume media, leading to increased competition among traditional and new players. Vivendi SE operates in a competitive landscape alongside companies like Airtel Africa Plc and BCE Inc., which also seek to capitalize on these trends. The global entertainment market is projected to grow significantly, with a focus on digital content and interactive media, positioning Vivendi favorably to leverage its diverse offerings.
Who Are VIVEF's Key Customers?
- Consumers subscribing to Canal+ Group's pay-TV services.
- Advertisers seeking marketing solutions through Havas Group.
- Readers purchasing books from Editis.
- Gamers downloading and purchasing games from Gameloft.
- Event attendees and organizers utilizing Vivendi Village's services.
How Vivendi SE Is Valued
Vivendi SE carries a market capitalization of $10.6B, placing it in the large-cap category. Relative to its peer group, VIVEF's quantitative score of 45/100 is roughly in line with the peer average of 51/100.
ROE 2%Key Financial Metrics
Return on equity for Vivendi SE stands at 2.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.1%, showing how much profit it generates from its asset base. VIVEF trades at a trailing price-to-earnings ratio of 111.14, above the Communication Services sector average of ~18x. Its free cash flow yield is 9.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.76 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 4.3%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 8/9Financial Health
Vivendi SE's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.29 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Vivendi SE revenue of about $21.35B for fiscal 2026, with EPS near $0.93. The estimate reflects 3 contributing analysts.
VIVEF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
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Bear Case
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AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VIVEF Latest News
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Stocks That Hit 52-Week Lows On Tuesday
· Mar 24, 2020
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Stocks That Hit 52-Week Lows On Friday
· Feb 28, 2020
VIVEF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VIVEF.
Price Targets
Wall Street price target analysis for VIVEF.
VIVEF MoonshotScore
What does this score mean?
The MoonshotScore rates VIVEF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Arnaud de Puyfontaine E.S.C.P.,
CEO
Arnaud de Puyfontaine has a distinguished career in the media and communication sectors, having held various leadership positions since joining Vivendi. He graduated from E.S.C.P. and has extensive experience in managing large teams and complex organizations. His expertise spans across strategic planning, operations, and international business development.
Track Record: Under Arnaud's leadership, Vivendi has successfully diversified its portfolio, enhancing its digital capabilities and expanding its global footprint. He has been instrumental in navigating the company through the evolving media landscape, focusing on innovation and strategic partnerships.
VIVEF OTC Market Information
OTC Other tier indicates that stocks are traded over-the-counter and may not meet the stringent requirements of major exchanges like NYSE or NASDAQ. This can lead to less liquidity and greater volatility.
- OTC Tier: OTC Other
- Lower liquidity compared to stocks listed on major exchanges.
- Potential for higher price volatility due to less trading activity.
- Limited availability of financial information and disclosures.
- Increased susceptibility to market manipulation.
- Regulatory risks associated with OTC trading.
- Review the latest financial statements and earnings reports.
- Assess the company's competitive positioning and market trends.
- Evaluate management's track record and strategic vision.
- Investigate any legal or regulatory issues affecting the company.
- Monitor industry developments and consumer behavior changes.
- Established history and presence in the entertainment industry.
- Diverse portfolio of well-known brands and services.
- Transparent communication of financial performance and strategic goals.
Common Questions About VIVEF (Communication Services)
What does the AI Score mean for VIVEF?
VIVEF holds an AI Score of 45/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Vivendi SE is a diversified French company operating in the entertainment and media sectors. With a wide range of services including pay-TV, publishing, and video games, it maintains a significant …
What does Vivendi SE do?
Vivendi SE is a diversified entertainment and media company that operates through various segments, including Canal+ Group for pay-TV, Havas Group for creative communication services, Editis for publishing, and Gameloft for video games. With a global presence, Vivendi provides a wide range of content and services across different platforms.
What do analysts say about VIVEF stock?
Analysts generally view Vivendi SE as a significant player in the entertainment sector, highlighting its diversified portfolio and strong brand presence. Key valuation metrics include a P/E ratio of 111.1 and a profit margin of 6.5%. Growth considerations focus on its ability to adapt to digital trends and the performance of its subsidiaries.
What are the main risks for VIVEF?
Vivendi SE faces several risks, including the potential impact of evolving consumer habits on traditional media revenue, intense competition from digital platforms, and regulatory challenges in various markets. Additionally, economic downturns could affect advertising budgets and consumer spending, posing further risks to revenue streams.
What are the key factors to evaluate for VIVEF?
Vivendi SE (VIVEF) holds an AI score of 45/100 (low). P/E: 111.1x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does VIVEF data refresh on this page?
VIVEF's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven VIVEF's recent stock price performance?
Vivendi SE (VIVEF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse portfolio across entertainment, media, and publishing sectors. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VIVEF overvalued or undervalued right now?
Vivendi SE (VIVEF) trades at 111.1x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research VIVEF before investing?
Before investing in Vivendi SE (VIVEF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Data is based on the latest available information and may be subject to change.